60th Annual Fall Seminar and Dinner

Date: Friday, September 29, 2023
Time: 12:00pm - 7:00pm
Location: 1951 West (1951 Bond Street, Green Bay)
Speaker: Christopher R. Hoyt - Estate & Tax Planning for Retirement Assets and Charitable Gifts

Add to My Outlook Calendar

Add to My Google Calendar

12:00                Registration and Check-in

12:45                Opening Remarks from our President, Evan Y. Lin, JD, CPA, AEP®

1:00                  Christopher R. Hoyt, University of Missouri (Kansas City) School of Law

  • Tax-smart charitable giving, especially retirement assets
  • When can a Charitable Remainder Trust stretch an inherited IRA?
  • Rules and planning for distributions from retirement accounts
  • Legal rights that a spouse has in the other spouse's retirement assets

5:00                  Cocktails (Optional - Cash Bar)

6:00                  Dinner (Optional)
                             (Menu details below)

Cost for the seminar only is $75 for members* and $120 for non-members*
     *Additional options available upon registration

4 CE credits to be applied for - attorneys, CPAs, CFPs, ChFCs, CTFAs, all Wisconsin insurance license holders and those individuals that hold insurance licenses in states with continuing education reciprocity with the state of Wisconsin.

Dinner Menu
     Harvest apple salad - mixed greens, granny smith apple, bacon, praline pecans, pickled white raisins with honey
          balsamic dressing
     
     Entree* (Please choose one):

          Peppered bacon wrapped filet mignon
                        or
          Spinach and artichoke stuffed chicken breast with parmesan crust and sun-dried tomato bechamel
                        or
          Browned butter, honey and garlic glazed salmon filet with mango-red chili chutney

     *all entrees served with pesto potato gratin and pan-roasted broccolini and rainbow carrots  

     Dessert - Turtle cheesecake
 

A BIG thanks to our sponsors:

Platinum Sponsors: Greater Green Bay Community Foundation, and the Community Foundation for the Fox Valley Region

     

Gold Sponsors: Associated Bank Private Wealth, Nicolet Wealth Management, and the UW-Green Bay Foundation

          

Silver Sponsors: Lin Law LLC, Hager, Dewick & Zuengler, S.C., and BMO Wealth Management

          

BE A SPONSOR!

GOLD Sponsor at $1,000
This sponsorship level includes seminar and dinner for three (3) attendees plus your company’s mid-size logo will appear on our website, seminar e-mail reminders, a PowerPoint introduction at the seminar, and the handouts at the seminar.

SILVER Sponsor at $500
This sponsorship level includes seminar and dinner for two (2) attendees plus your company’s small size logo will appear on our website, seminar e-mail reminders, a PowerPoint introduction at the seminar, and the handouts at the seminar.
 

Sponsors, please reply no later than Friday, September 8, 2023 to ensure appropriate recognition.  Please contact Daniel Cape at (920) 272-2273 or daniel.cape@raymondjames.com to become a sponsor and/or with any questions regarding sponsorship. 

Please include the following:
Company Name
Contact Person
Phone Number
Email Address
Attachment of company logo

See Upcoming Event Calendar